Anic Equity¶
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Total return since start: 0.693 %¶
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Equity now: -----------------------------> 51703.34 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48504.28 Kr¶
PnL: ---------------------------------------> -583.29 Kr¶
DD now: ---------------------------------> -0.464 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 12:13:27.099143'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 2.830000 | 800.400000 | 127.400000 | 18.930000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.990000 | 3566.420000 | 112.420000 | 3.250000 | 3453.999992 |
| SAAB B | 8 | 1.480000 | 3467.200000 | 90.200000 | 2.670000 | 3377.000000 |
| HEBA B | 70 | 1.440000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| Swedbank A | 3 | 2.890000 | 618.600000 | 54.600000 | 9.680000 | 564.000000 |
| Resurs Holding | 22 | 1.120000 | 618.200000 | 44.200000 | 7.700000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| AcadeMedia | 12 | 0.410000 | 593.760000 | 36.760000 | 6.600000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.130000 | 388.000000 | 33.000000 | 9.300000 | 355.000000 |
| Intrum | 4 | 2.560000 | 553.200000 | 26.200000 | 4.970000 | 527.000000 |
| OEM International B | 7 | 1.680000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| Norva24 Group | 16 | -2.220000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Eastnine | 4 | 1.280000 | 507.200000 | 16.200000 | 3.300000 | 491.000000 |
| Securitas B | 6 | 2.180000 | 584.520000 | 14.520000 | 2.550000 | 570.000000 |
| Fasadgruppen Group | 38 | -0.360000 | 4149.600000 | 8.600000 | 0.210000 | 4140.999992 |
| Coor Service Management Hold. | 8 | 0.670000 | 537.600000 | 5.600000 | 1.050000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.920000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.260000 | 250.320000 | 4.320000 | 1.760000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Karnov Group | 9 | -0.670000 | 536.400000 | 0.400000 | 0.070000 | 536.000004 |
| Handelsbanken A | 5 | 0.320000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Corem Property Group B | 59 | 2.040000 | 575.250000 | -1.750000 | -0.300000 | 576.999999 |
| Midsona B | 63 | 0.220000 | 576.450000 | -6.550000 | -1.120000 | 582.999984 |
| Boozt | 12 | 0.880000 | 1645.200000 | -8.800000 | -0.530000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.460000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| CTEK | 13 | 2.310000 | 511.420000 | -22.580000 | -4.230000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.530000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity B | 2 | -1.390000 | 537.800000 | -36.200000 | -6.310000 | 574.000000 |
| Vivesto | 1368 | -0.490000 | 558.140000 | -54.860000 | -8.950000 | 612.999432 |
| Essity A | 4 | -0.920000 | 1082.000000 | -67.000000 | -5.830000 | 1149.000000 |
| OX2 | 22 | 4.540000 | 1850.200000 | -138.800000 | -6.980000 | 1989.000002 |
| Beijer Electronics Group | 27 | -1.980000 | 2943.000000 | -141.000000 | -4.570000 | 3083.999994 |
| Axfood | 15 | -3.310000 | 3900.000000 | -400.000000 | -9.300000 | 4300.000005 |
| Ovzon | 64 | -0.560000 | 3379.200000 | -616.800000 | -15.440000 | 3996.000000 |
| TOTAL | 48501.180000 | -586.390000 | -0.47% | 49087.564636 |
Updated:¶
'2023-02-01 12:12:28.576955'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
